WPA
Wealth Preservation Advisors Portfolio holdings
AUM $140M
This Quarter Return
-6.12%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$140M
AUM Growth
–
Cap. Flow
+$140M
Cap. Flow % of AUM
100%
Top 10 Holdings %Top 10 Hldgs %
61.74%
Holding
562
New
562
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 | $16.5M | |
| 2 | $15.8M | |
| 3 | $10.1M | |
| 4 | $9.09M | |
| 5 | $8.99M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 29.3% |
| 2 | Financials | 15.39% |
| 3 | Communication Services | 14.73% |
| 4 | Consumer Discretionary | 13.42% |
| 5 | Industrials | 1.91% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $139K | 0.1% | +1,326 | New | +$139K | |||
| $139K | 0.1% | +557 | New | +$139K | |||
| $137K | 0.1% | +668 | New | +$137K | |||
| $133K | 0.1% | +1,291 | New | +$133K | |||
| $128K | 0.09% | +672 | New | +$128K | |||
| $128K | 0.09% | +2,891 | New | +$128K | |||
| $127K | 0.09% | +1,200 | New | +$127K | |||
| $122K | 0.09% | +2,110 | New | +$122K | |||
| $121K | 0.09% | +606 | New | +$121K | |||
| $121K | 0.09% | +10,329 | New | +$121K | |||
| $120K | 0.09% | +3,619 | New | +$120K | |||
| $120K | 0.09% | +2,638 | New | +$120K | |||
| $119K | 0.08% | +437 | New | +$119K | |||
| $119K | 0.08% | +8,190 | New | +$119K | |||
| $116K | 0.08% | +3,245 | New | +$116K | |||
| $106K | 0.08% | +620 | New | +$106K | |||
| $105K | 0.07% | +501 | New | +$105K | |||
| $103K | 0.07% | +340 | New | +$103K | |||
| $102K | 0.07% | +3,087 | New | +$102K | |||
| $101K | 0.07% | +1,018 | New | +$101K | |||
| $100K | 0.07% | +7,655 | New | +$100K | |||
| $97.4K | 0.07% | +1,068 | New | +$97.4K | |||
| $95.4K | 0.07% | +3,374 | New | +$95.4K | |||
| $95.2K | 0.07% | +501 | New | +$95.2K | |||
| $94.4K | 0.07% | +569 | New | +$94.4K |
